Country: United States of America
Closing date: 19 Feb 2018
Requisition ID: req997
Job Title: Officer, Planned Gifts
Sector: Fundraising
Employment Category: Regular
Employment Type: Full-Time
Location: United States
Job Description
Background/IRC Summary: The International Rescue Committee (IRC) responds to the world's worst humanitarian crises and helps people to survive and rebuild their lives. Founded in 1933 at the request of Albert Einstein, the IRC offers lifesaving care and life-changing assistance to refugees forced to flee from war or disaster. At work today in over 40 countries and 29 U.S. cities, we restore safety, dignity and hope to millions who are uprooted and struggling to endure.
Job Overview / Summary (What and Why): The Officer of Planned Gifts is responsible for working closely with planned giving suspects, prospects and donors in the West Coast region to ensure an increased number of legacy gift commitments and a growing and engaged legacy society. Accountable for securing and sustaining planned gifts, the Officer will work directly with prospects and donors as well as Leadership Gifts colleagues to ensure a healthy financial future for our humanitarian work. This may entail the following core tasks: generating new leads; soliciting donors for planned gifts; building strong relationship to steward legacy donors; crafting and executing cultivation, solicitation and stewardship strategies to communicate with and inspire planned giving donors and prospects; advising colleagues on planned giving collaborations; and reporting the data and results of planned giving efforts.
Reporting to the Director of Planned Gifts, the Officer of Planned Gifts is a critical role to ensuring the successful execution of team revenue goals and metrics. The Officer will collaborate closely with the planned giving team, including an East Coast region counterpart, as well as various Development colleagues. The candidate will be expected to understand the needs and performance of donors and prospects, communicate and collaborate superbly with colleagues, business partners and supporters, use knowledge of various gift planning instruments to assist colleagues and donors, seek to continue to learn about IRC programs, think strategically, offer creative solutions and manage systems to continually grow and improve the IRC's donor relationships and prospecting with high wealth individuals and families. The ideal candidate will work well independently while also thriving in a collegial team environment.
Major Responsibilities:
- Manage a large portfolio of planned giving suspects, prospects and donors in the East Coast region; solicit, cultivate and steward legacy gifts through donor meetings, phone calls, and mailings; create and implement highly personalized donor strategy for planned giving prospects and donors; plan and staff various events for planned giving audiences;
- Craft and execute cultivation and stewardship communications targeted for planned giving donors and prospects;
- Create and solicit charitable gift annuity proposals and agreements for donors;
- Successfully meets annual goals of donor meetings, prospect conversions, and high-touch points with legacy donors and prospects;
- Offer to personally visit or arrange in-person appointments for him/herself, as well as IRC leadership, both senior staff and volunteers, with all appropriate donors and prospects annually. Prepare strategy, briefings and debriefing materials for face-to-face meetings with donors conducted by senior staff or volunteer leadership.
- Report on progress for prospects pipeline and track process using database and monthly reporting on KPIs and other key metrics of team performance;
- Collaborate with colleagues in IRC, particularly direct response, marketing, legal and finance to ensure strong communication and understanding of the team. Liaise with program staff in both U.S. Programs and International Programs (USP and IPD) to better communicate with donors.
- Co-craft and execute with Director and Senior Director strategies to expand portfolio of legacy donors;
- Other duties may include: helping with the management of matured legacy gift revenue; ensuring compliance of annuity pool with state insurance departments; working with team to produce lead generating marketing efforts.
Key Working Relationships:
Position Reports to: Senior Officer of Planned Gifts
Position directly supervises: None
Indirect Resources: LG Stewardship Team; PG Associate
Other Internal and/or external: Internal: Collaborate with Leadership Gifts team on solicitation and cultivation materials, invitations and tracking. Work with Senior Officer for Planned Gifts on reporting team success for portfolio management and revenue and strategizing based on data-driven decision making. Create correspondence as needed for senior staff and volunteers and assist in briefing and strategizing about donors. External: Work with State Street bank and state agencies to ensure compliance and health of charitable gift annuity program. Work closely with donors including planned giving prospects, suspects, and existing donors.
Impact of Work: Responsible for portfolio of planned giving donors with a total estimated worth of over $84 million with over 900 PFFs.
Job Qualifications:
Education:
Minimum: Bachelor's degree or equivalent work experience
Preferred: Master's degree or 2-3 years of comparable fundraising experience
Work Experience: 3-5 years of progressive non-profit fundraising experience and demonstrated expertise in closing six-and-seven-figure gifts.
Minimum: Preferred:
Demonstrated Skills and Competencies: As above
Licenses or Certifications: Driver's License
Language Skills: None required
Working Environment: This role requires working remotely full or part time (i.e., telecommuting). Applicants must have a home or alternate workspace they can effectively complete their work from during regularly scheduled hours. Some domestic travel required.
How to apply:
Please follow this link to apply: http://www.aplitrak.com/?adid=YXN0cmlkLm1hdGhldy45NzkyMS4zODMwQGlyY2NkLmFwbGl0cmFrLmNvbQ